Investment Banking Intern

• Apr 2023 - Present

• Participated in IPO of a manufacturing enterprise in Zhejiang, mainly responsible for sorting out company's historical information of major shareholders, suppliers and verifying costs and R&D expenses. Prepared work papers for IPO declaration stage. • Assisted in contracting work of 3 companies, responsible for analyzing competitive environment and development trend of targeted industry using Wind and JianweiData. • Drafted financial analysis template of Preliminary Screening Report, conducted financial analysis of 2 reports based on financial statements provided by enterprises. Show less

Finance Manager

• Jul 2021 - Apr 2023

• Responsible for Accounts Receivable management and cash flow management of 14 projects (￥15-25billion sales volume). • Achieved over 90% of accounts receivable recovery rate by optimizing management system, screening and sorting mortgage bank that suited clients the best. • Responsible for comprehensive financial management of two project companies, achieved 0.5%-1% profit growth through profit planning. • Responsible for Accounts Receivable management and cash flow management of 14 projects (￥15-25billion sales volume). • Achieved over 90% of accounts receivable recovery rate by optimizing management system, screening and sorting mortgage bank that suited clients the best. • Responsible for comprehensive financial management of two project companies, achieved 0.5%-1% profit growth through profit planning.

Finance Manager

• Jul 2019 - Jul 2021

• Liaised with banks and trusts to confirm loan details, monitored process of loan approval, realized ￥2.6billion loans for 3 project companies. • Participated in development and testing of company’s financing system for recording release and repayment information, completed staff training after system is enabled. • Responsible for 9 companies’ accounting work, completed average of 700 accounting entries per month. • Liaised with 4 affiliated companies to prepare cash budget, distributed a total of ￥500 million dividends based on cash surplus. Show less

Research Assistant Intern

• Apr 2018 - Apr 2019

• Wrote12 reports related to competitive product analysis and drafted 15 documents of investment track preliminary judgment to help FA screen target companies. • Wrote12 reports related to competitive product analysis and drafted 15 documents of investment track preliminary judgment to help FA screen target companies.

Summer Intern

• Jul 2018 - Aug 2018

Performance and Rewarding intern

• Dec 2017 - Mar 2018

• Assisted consultants to complete consulting report of 2 enterprises in Automobile and real estate industry by collecting public information on industries, handling salary and rank data provided by clients and preparing analytical forms. • Compiled telephone interview outline and made telephone calls to obtain non-public information from clients’ employees for preparation of fast-food industry compensation report. • Assisted consultants to complete consulting report of 2 enterprises in Automobile and real estate industry by collecting public information on industries, handling salary and rank data provided by clients and preparing analytical forms. • Compiled telephone interview outline and made telephone calls to obtain non-public information from clients’ employees for preparation of fast-food industry compensation report.

Assistant of Financial Consultant

• Jul 2017 - Aug 2017